About FYIsoft

Built for fast-growing companies with many reporting entities (i.e. divisions, locations, companies) that require flexibility to adapt to change. FYIsoft's powerful reporting and analytics software connects with any GL and easily accommodates GL-related changes resulting from organic growth or M&A activity. Solution is fast to implement and user friendly. One-click distribution of large volumes of accurate reports in seconds allows growing organizations to cut their close cycle by 50% or more.


Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

3 Reviews of FYIsoft

Overall rating

5.00 / 5 stars

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November 2019

Scott from AeroCare Holdings

Company Size: 1,001-5,000 employees

Industry: Hospital & Health Care

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

FYIsoft

From day one we were able to get financials statements out. The few times we have had questions or problems FYIsoft has had us back up and running the same day.

Pros

As a former FRx user I appreciate the ability to drill down into the detail. I produce financials for over 30 managers on a monthly basis and once I was able to show them they could drill all the way down into the detail they were answering their questions themselves or at a minimum focusing their questions more. Our CEO loves that he can get his financials over any device, including his phone.

Cons

It really has no printing functionality

Reasons for Choosing FYIsoft

We actually purchased a different package before hearing about FYIsoft. We were having issues with the setup and the number of organizations we had in our reporting. We spent 3 months and went through 4 consultants before finally being told the system we had purchased wouldn't do what we wanted. After seeing FYIsoft are troubles were over.

October 2019

Markos from Canadian Hearing Society

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Great Financial Reporting Software

The overall experience has been excellent. The FYIsoft software keeps getting better with each upgrade.

Pros

User-friendly software that generate financial reports in minutes.

Cons

Not able to select all children when clicking on a parent. It is a minor issue and I am positive that this suggestion will be incorporated into the next FYIsoft software upgrade in the near future.

Reasons for Choosing FYIsoft

FYIsoft Reporting is most suitable for our organization and has the best features and user interface.

October 2019

Bradley from Marley Management Corporation

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Marley Management FYISoft Experience

Standardized over 150 partnerhsip reports (Cash Flow) that are generated monthly on schedule; customized reports to mirror tax returns to speed review at tax time; ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

Pros

Easy to use, extremely FAST, very similar to FRx which we used prior to FYISoft. The ability to combine Row, Column and Organization definitions to create reports is extremely important in that it allows our Company to standardize reporting for similar Companies. We report on Partnerships, C-Corps, S-Corps, Non-Profit entities as well as Trust Companies. FYISoft allows us to custom design Board as well as Tax reports that in many cases mirror the tax return being prepared creating significant review efficiencies. ConnectFYI works fantastic to allow real-time reporting once transactions are posted in Sage 300.

Cons

Being a browser based application, we sometimes have issues viewing larger Organization definitions. Part of that is due to the large number (>200) Companies that need to be defined for some of our consolidating reports. We would like a better ability to scroll to see all defined Companies rather than having to use a combination of scrolling and changing browser magnification for large Organizations

Reasons for Choosing FYIsoft

Product works with Sage 300. Also similar to FRx in design, function and use plus ability of FYISoft team to convert all our 3,000 + financial reports with minimal issue.